Information you provide
We process the contact, transaction, property, workflow, and document information you submit to evaluate a Deal Desk request, deliver purchased products or services, communicate about the engagement, and maintain operational records.
How information is used
Information is used for qualification, fulfillment, customer support, security, service improvement, payment reconciliation, and—only where separately authorized—lender-introduction workflows. Deal information is not sold as advertising data.
Service providers
Specialized providers may support hosting, storage, payments, email, communications, document processing, and analytics. They receive only the information necessary for their function and remain subject to applicable contractual and security controls.
Retention and requests
Records are retained according to operational, contractual, legal, security, and accounting needs. You may request access, correction, export, or deletion, subject to identity verification and obligations that require continued retention.
Marketing and consent
Deal-submission consent permits contact regarding that request. Optional lender interest does not authorize external sharing. Marketing communications, when offered, should use a separate subscription and opt-out process.
Questions
Use the Deal Desk intake form and identify your request as a privacy or data-handling question. Include your submission reference when applicable, but do not send confidential document contents in the message.